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Delos Wealth Advisors’s Independent Bank INDB Stock Holding History

Delos Wealth Advisors’s Portfolio INDB Stock Details INDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-10
Closed -$1K – 338
2021
Q4 		$1K Buy
+10
New +$831 ﹤0.01% 412

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Delos Wealth Advisors's INDB Position: Q1 2022 in Review

Delos Wealth Advisors sold out of Independent Bank (INDB) in Q1 2022, closing a stake of 10 shares — an estimated $1K sold.

Delos Wealth Advisors first reported a position in INDB in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 251 funds tracked by Wall St. Rank hold INDB as of Q1 2022.

  • Delos Wealth Advisors reported no remaining Independent Bank position as of Q1 2022 after selling out during the quarter.
  • Delos Wealth Advisors sold 10 Independent Bank shares in Q1 2022, an estimated $1K.
  • Delos Wealth Advisors first reported a position in Independent Bank in Q4 2021 and held it in 1 quarter.
  • Delos Wealth Advisors's Independent Bank position peaked at $1K in Q4 2021.
  • 251 funds tracked by Wall St. Rank held Independent Bank as of Q1 2022.

Based on Delos Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.